694 open roles
Private Bank Wealth Advisor II
Job description
Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.
Duties and Responsibilities
Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence.
Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned.
Basic Qualifications
Bachelor’s Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act.
If applicable, registration and additional qualifications required.
Preferred Qualifications
Securities and life insurance licenses preferred but not required. Demonstrated success working with high-net-worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication skills. Ability to multi-task. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement.
We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation
The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.
In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Description copied from Huntington Bancshares's careers page. Read the full posting before you apply.
More jobs at Huntington Bancshares
Regional Banking Relationship Manager Sr.
Huntington Bancshares· Little Rock, ARBusiness Continuity Specialist
Huntington Bancshares· Columbus, OHCommercial Client Service Associate Senior
Huntington Bancshares· Columbus, OH· $44k – $78kSegment Risk Manager Sr
Huntington Bancshares· Columbus, OH· $93k – $189kCustomer Experience Banker- Fort Smith North AR
Huntington Bancshares· Fort Smith, AR
More jobs in Chicago
DevOps Decurity Architect
L&T Technology Services· Chicago, ND, USHybrid Visiting Professor of Math
DeVry University· Chicago, IL, United States· $18k – $32kOmnichannel Supervisor / Director
Golin· Chicago, Illinois, United States of America· $75k – $100kResident Care Director-RN
Sunrise Senior Living· Chicago, IL, Sunrise of Lincoln ParkLead Transmission Line Engineer
Leidos· Chicago, IL· $92k – $167k